How to add a link to a catalogue item within a Playbook activity

[matthew_hughes]

I'm developing a Playbook and I'm wanting to include an activity that includes a link to a catalogue item:

However, when I look at the list of activities available, I'm not sure which one I need to select:

Has anyone come across this before? I want the activity to include a link to a catalogue item.

[Ankur Bawiskar]

@matthew_hughes 

I don't think any OOTB playbook activity you can use here.

💡 If my response helped, please mark it as correct ✔️ and close the thread 🔒 — this helps future readers find the solution faster! 🙏

[M Iftikhar]

Hi @matthew_hughes, 

There's no specific activity for this but you can use Create Record activity. While its name might seem like it only creates a backend record, this activity is designed to present a form to the user. You can configure it to display a specific catalog item or record producer, allowing the user to fill it out and submit the request directly from the Playbook interface. 

As a simpler alternative, if you only want to display a clickable link within a block of text, you could use the Instructions activity and embed a hyperlink in the instruction text. However, for guiding a user to fill out a specific form, the "Create Record" activity is the intended method. I've attached the screenshot of both activities, you can configure it as per your usecase.

If my response helped, please mark it as the accepted solution and helpful so others can benefit as well.

[John Gilmore]

I'd like to know a little more about your specific action. In your question you say you need to include a link to a catalogue item in an activity but don't clarify what that activity is. If you could provide more information about what the purpose of the activity is that you need to associate with a link to a catalog item we can provide a much better answer.

There are also some other questions that come up such as what is the purpose of the catalog item and how or does it then need to be related to the record associated with the playbook. Is it always the same catalog item or does it need to be dynamic?